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Teamwork Works

We don't always have all the answers.  But we know who does.  We work with an estate planning attorney and CPA to minimize obligations and maximize opportunities by:

  • Finding the right insurance plans to protect your assets.
  • Resolving estate inequality by evening out inheritance and accounting for sweat equity.
  • Avoiding unnecessary taxes when possible and paying the ones owed promptly.

Our Values

We are a Midwestern firm true to our nature:

Trust - We earn it.

Independence - You can expect it.

Transparency - Look for it.

Passion - You'll feel it.

Alex Vasichek

Owner/Operator

701-270-1611

701-526-4493

avasichek@financialguide.com

Rooted in local agriculture, Alex grew up in Michigan, ND working for his family's equipment dealership.

There, the needs of farmers, ranchers, and other small business owners became engrained at an early age and led to his understanding of the ag community and its unique financial, and familial challenges. Alex has focused on the well being of farm estates since 2012 and received his Agricultural Focused Financial Planner certification in 2021.

Dannie Robertson

Executive Assistant

701-526-4493

dannierobertson@financialguide.com

Dannie is from Fargo, ND. She comes to us with more than 14 years of experience in the financial industry.  Dannie enjoys watching movies, exploring new restaurants and spending time with her son, Owin.

Matthew Tangen

Financial Paraplanner

701-526-4493

mtangen@financialguide.com

As the Financial Paraplanner, Matt is focused on assisting with day to day activities to continue to build and maintain relationships with each of Elevate Financial's valued clients. With a strong back background in customer service, he is dedicated to helping all clients with personal and financial needs.

Matt is from Frazee, MN. He graduated from University of Minnesota Duluth in 2018 with a degree in Finance. Matt enjoys spending his time hunting, fishing, and cheering on all Minnesota sports teams.